San Francisco Bay Area, CA

Financial Services Businesses For Sale in San Francisco Bay Area, CA

Showing 27 results sorted by
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Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

Marin County, CA

Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...

$95,000

$95,000

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Established Business Brokerage Territory – Prime Market

Alameda County, CA

An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...

$95,000

$95,000

Farmers Agency For Sale

Solano County, CA

Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...

$270,000

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$270,000

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High-Margin Finance Business for Sale — Proven Systems, Big Upside

San Jose, CA

Established tech-enabled finance platform generating $1M in seller's discretionary earnings with proven systems and exceptional growth potential. This Silicon Valley-based business operates in the...

$6,500,000

$6,500,000

Cash Flow: $1,000,000

Turn-Key Opportunity Seeking Immediate Cash Flow

San Pablo, CA

This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...

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$369,000

$369,000

Cash Flow: $234,000

BUSINESS FUNDING SERVICE Business - $900K a year profit potential

Duncans Mills, CA

EXCLUSIVE LICENSING RIGHTS to a 23-year-old established funding service business that has helped hundreds of new owners purchase their business without the need for any bank loans. And they received...

$120,000

$120,000

Cash Flow: $430,000

Premium Allstate Agency for Sale – Prime Location & Loyal Client Base

San Jose, CA

Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...

$1,450,000

$1,450,000

Financial Planning & Marketing App for Financial Advisory Firms

Marin County, CA

This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a...

$500,000

$500,000

Castro Valley CPA Firm for Sale

Castro Valley, CA

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale...

$235,000

$235,000

Cash Flow: $158,615

Farmers Agency For Sale

Daly City, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$525,000

$525,000

San Jose CPA Firm for Sale

San Jose, CA

CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the...

$775,000

$775,000

Cash Flow: $365,959

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

$1,100,000

Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

Novato CA CPA Tax Practice for Sale

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

Concord CPA Firm for Sale

Concord, CA

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase...

$535,000

$535,000

Cash Flow: $240,322

Breeze Singh

HomeSmart ICARE Realty

Serving Solano County, CA

Team Singh is the ideal choice for commercial and business sales in California, offering unparalleled industry expertise, strategic insight, and a commitment to client success. With over nine years of real estate experience, the team has expertly navigated complex transactions for small businesses to large commercial properties. As one of California’s top-performing real estate groups, Team Singh consistently delivers results that exceed client expectations even in challenging markets. The team's strengths are enhanced by its diverse educational background, with members holding advanced degrees such as MBAs in Marketing and Human Resources. Fluent in English, Hindi, and Punjabi, the team effectively serves a broad clientele, ensuring seamless communication and personalized service. Their skill in business acquisitions, property evaluations, and lease negotiations is complemented by a focus on providing custom solutions to meet every client’s unique goals. Team Singh’s strong network of investors, developers, brokers, and business leaders ensures smooth transactions and optimal outcomes. Team Singh’s dedication to exceptional service has earned accolades, such as recognition in HomeSmart International’s Top 50 Chairman’s Club and Rising Star honors by the Sacramento Association of Realtors (SAR). Leadership within industry organizations, including serving as SAR’s President-Elect, showcases Team Singh's influence and commitment to elevating professional standards, ethics, and client service. In California’s competitive market, Team Singh stands out as trusted advisors, skilled negotiators, and strategic partners. The team is dedicated to maximizing investment potential and delivering high-quality, personalized service tailored to each client’s business objectives. Choose Team Singh for your next commercial transaction to experience a combination of unmatched expertise, dedication, and results-driven service.

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Lucrative Bay Area CPA Practice since 1961!

Alameda County, CA

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal...

$660,000

$660,000

Cash Flow: $298,851

Santa Clara CPA Firm for Sale

Santa Clara, CA

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the...

$550,000

$550,000

Cash Flow: $243,131

Great Price Allstate Agency 10 year Location

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$290,000

$290,000

Cash Flow: $140,000

Business Accounting Services Firm

Santa Clara County, CA

This San Jose/Silicon Valley Metro Area firm provides comprehensive outsourced accounting, bookkeeping, controllership, and advisory services to small businesses, start-ups, venture capital firms, and...

$879,000

$879,000

Cash Flow: $240,000

Oakland, CA CTEC Practice for Sale

Alameda County, CA

Seller will only consider buyers located in California. • The owner is a CTEC • This practice was established in 1999 • Software in use includes CCH ProSystems FX Tax • Approximately $14,080 in annual...

$160,000

$160,000

Cash Flow: $82,500

Lafayette, CA CPA Practice for Sale

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1991 • Software in use includes Drake • Trained staff interested in staying on with new owner • Approximately $99,000 in annual revenue, via...

$650,000

$650,000

Cash Flow: $212,000

Vallejo CPA Practice - Motivated Seller Terms and Guarantees Available

Solano County, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeries Total 2024 gross revenue - $186,000 • Approximately $30,000 in...

$240,000

$240,000

Cash Flow: $141,000

Allstate Agency Mega in Burlingame Area 30 years in Business

Burlingame, CA

This is one of the Premier Elite Agencies with Allstate Insurance Company. It has a 49% Loss Ratio and 90% Retention. The Staff is highly trained and Manager has been with the Agency over 15 years....

$1,950,000

$1,950,000

Cash Flow: $550,592

Antioch, CA EA Book of Business for Sale

Contra Costa County, CA

• The owner is an EA • Clients can be serviced remotely • Seller prefers a buyer located in the greater San Francisco Bay Area • This practice was established in 1992 • Software in use includes...

$130,000

$130,000

Oakland, CA EA Practice for Sale

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

$1,200,000

Cash Flow: $454,000

Novato CA CPA Practice for Sale

Novato, CA

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...

$800,000

$800,000

Cash Flow: $344,000

Established Lotto/western Union/Tax preparing business for sale in SF

San Francisco, CA

Lotto/ western Union services/tax preparation business for sale in San Francisco Outer sunset. Located on a prime bustling street near many restaurants, shops, bakeries and coffee shops. The store is...

$170,000

$170,000

Cash Flow: $170,000